Project Management

RELEASE NOTES FOR JUNE 2019

NEW

Reporting

New Reporting enhancements (6/14)

We continue to focus on reporting, including making sure existing version 2 reports work in the new reporting module (6/14)

Added links to reporting, as well as notifications and form security, in grids through-out all of Thrive so that accessing reporting, as well as these other great features, continues to get easier and easier! (6/14)

Corrected issue where dashboard list broke if user had a dashboard they had created and shared with themselves. (6/21)

Release Notes for May 17, 2019 (3.0.2019.517)

FIXED

General

Calendar – Fixed bug where user filtering on the calendar was not being applied.

Calendar – User filtering now pulls in employees that the current user has site access to rather than showing every user.

Activities -Fixed the error when HTTP 403 was occurring in the activities tree due to a null database value.

Project Management

Project Detail – Saving a project will now be faster.

Tasks – Affects all Tasks (Planned Maintenance / Audits) that were marked as “Generate one project per location” but did not have any records on the location/equipment tab were not generating on schedule. This is now fixed and any task records currently meeting this criteria will begin to generate again based on the recurrence schedule settings.

Release Notes for May 10, 2019 (3.0.2019.510)

FIXED

Engineering

Part Details – Corrected an issue affecting the visibility of the Standard Production Rate, Rate Type, and Standard Setup fields

Customer

Customer Links – corrected an issue where Customer Number links could redirect to an incorrect customer when the same Customer Name existed in more than one Thrive Site

Form Security

Module Tabs – Corrected an issue affecting the scrolling of the module tabs at the top of the page

NEW

The Thrive reporting system received a major upgrade on this release.

A new reporting tool was previously released in a Beta version that was accessible by some users in parallel to the retro reporting tools. The retro reporting tools are being retired with this release and existing reports will be migrated to Thrive V3 Reporting system. All previous links will be redirected to the equivalent V3 report. The new reporting system will offer a significant change in the may that report groups (folders) and security are handled. The starting point with this release will migrate existing reports into folders that match the current report Category (the category historically aligned with the Thrive Module). Report security will also migrate to the new folder structure. After the migration, users with proper security may create new folders for organizing and sharing reports.

The dashboard tool is following a similar migration plan. The new dashboard system will be pre-populated with reports based on the content of the old dashboards created by each user. Due to the increased flexibility of organizing and sizing the items on the new dashboard, users may find it necessary to adjust their new dashboard layouts during their first visit.

Field Names – The new reporting provides more consistency of field names and display values with the rest of the Thrive forms throughout the application

Multi-axis – charts can now utilize more than one axis to allow information with different y-axis ranges to be viewed on the same chart

Report Links – An “Open Reports” link has been added throughout the application on the grid (list) view tool bar. Use the sandwich icon (three bars) on the grid tool bar (not the main menu but the little one just above the data). The link will filter the report list to the reports with information from similar data sources as the originating page.

Dashboards

Dashboard Sharing – added ability to share an entire dashboard (no more sharing a single report to someone else’s dashboard, now you create a dashboard that others can see, your changes are immediately available for others to view)

Dashboard Layout – the reports may be any size (drag the corner/edge) – previously only three fixed size

Dashboard Management – you can add reports to dashboards from the report editor and save dialogue screen. Additionally, the report tree view allows for drag and drop to the dashboard list

Release Notes for April, 18 2019 (3.0.2019.418)

New

Master Projects

Updated Master Projects to include all checklist features such as real time updating, collapse/expand, and status bar. (Functions the same as the Project Detail pages)

Projects

Project Request approval can now be controlled globally or at the Project Type level. The global request approval setting in on the Company > Sites page and the Project Type setting is on the Project Management > Project Types page